Purchases and Sales Made in Q2 2025 in Vanguard Bd Index Fd Inc Short (BSV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Short (BSV) during Q2 2025. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC SHORT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
4.98K+ 8.51% |
$387K - $392K
|
63.4K
$5.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.95KNew |
$385K - $390K
|
4.95K
$391K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
4.92KNew |
$383K - $388K
|
4.92K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.83K+ 445.76% |
$376K - $381K
|
5.92K
$467K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.82K+ 2.22% |
$374K - $379K
|
221K
$17.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.75K+ 1.84% |
$369K - $374K
|
264K
$20.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.69K+ 3.42% |
$365K - $370K
|
142K
$11.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
4.69K+ 22.59% |
$365K - $370K
|
25.5K
$2.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.6KNew |
$358K - $362K
|
4.6K
$363K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.57K+ 12.48% |
$355K - $360K
|
41.2K
$3.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.51KNew |
$351K - $355K
|
4.51K
$356K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.49KNew |
$349K - $353K
|
4.49K
$354K
|
|
|
Aug 12, 2025
Q2 2025
|
Fidato Wealth LLC
|
BUY
|
- |
4.41K+ 3.72% |
$343K - $348K
|
123K
$9.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.36K+ 1.21% |
$339K - $344K
|
364K
$28.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
4.33K+ 2.78% |
$336K - $341K
|
160K
$12.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.32KNew |
$336K - $340K
|
4.32K
$341K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.27KNew |
$332K - $336K
|
4.27K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4.24K+ 4.69% |
$330K - $334K
|
94.7K
$7.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.16K+ 32.37% |
$324K - $328K
|
17K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
4.15KNew |
$323K - $327K
|
4.15K
$328K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.13K+ 8.32% |
$321K - $326K
|
53.8K
$4.25M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
4.09K+ 3.74% |
$318K - $322K
|
113K
$8.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
4.07K+ 2.99% |
$317K - $321K
|
140K
$11.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
4.01KNew |
$312K - $316K
|
4.01K
$317K
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
3.99K+ 1.97% |
$310K - $314K
|
207K
$16.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.96K+ 0.38% |
$308K - $312K
|
1.04M
$82.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.94K+ 67.18% |
$306K - $310K
|
9.79K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
3.91K+ 41.84% |
$304K - $308K
|
13.3K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.89KNew |
$302K - $306K
|
3.89K
$307K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.84K+ 19.68% |
$299K - $303K
|
23.4K
$1.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
3.82K+ 21.49% |
$297K - $301K
|
21.6K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.8KNew |
$295K - $299K
|
3.8K
$300K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
3.78K+ 7.43% |
$294K - $298K
|
54.6K
$4.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.78K+ 14.17% |
$294K - $297K
|
30.4K
$2.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
3.75K+ 9.18% |
$291K - $295K
|
44.6K
$3.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.74K+ 3.18% |
$290K - $294K
|
121K
$9.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.68KNew |
$286K - $290K
|
3.68K
$291K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.63KNew |
$282K - $286K
|
3.63K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
3.59K+ 5.79% |
$279K - $283K
|
65.6K
$5.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.57K+ 6.54% |
$278K - $282K
|
58.3K
$4.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.57K+ 4.28% |
$277K - $281K
|
86.8K
$6.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.55KNew |
$276K - $279K
|
3.55K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.51K+ 2.59% |
$273K - $277K
|
139K
$11M
|
|
|
Jul 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
3.43KNew |
$267K - $270K
|
3.43K
$271K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.42K+ 5.47% |
$266K - $270K
|
66K
$5.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
3.42K+ 1.82% |
$266K - $269K
|
191K
$15.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.36K+ 1.69% |
$261K - $265K
|
202K
$15.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.3K+ 1.55% |
$256K - $260K
|
216K
$17.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.27K+ 5.25% |
$254K - $257K
|
65.5K
$5.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.23KNew |
$251K - $254K
|
3.23K
$255K
|